Live Oak Investment Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | -$89.6K | – | 116 |
|
|
2024
Q4 | – | Hold |
0
| – | -$73.9K | – | 101 |
|
|
2024
Q3 | – | Hold |
0
| – | -$69.4K | – | 108 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 111 |
|
|
2023
Q4 | – | Hold |
0
| – | -$66.9K | – | 112 |
|
|
2023
Q3 | – | Hold |
0
| – | -$69.7K | – | 115 |
|
|
2023
Q2 | – | Hold |
0
| – | -$53.9K | – | 112 |
|
|
2023
Q1 | – | Hold |
0
| – | -$35.8K | – | 112 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 127 |
|